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Report List Types
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Available Field Categories
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Asset Types
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Active Analog Inputs
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Active Digital Inputs
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Active Digital Outputs
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Active Status
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Asset
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Fleet
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Group
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Organization
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Site Configuration
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Each report can be customized by the user to include fields that are relevant to him. Selecting the relevant category within the Report List will affect the List of Available fields that can be selected to build the report.
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Users can scroll through the list to locate their desired field by collapsing the top categories to view the sub-categories. To collapse the list, click the arrow next to the top category.
Users can also perform a search in the search bar at the top of the list.
Users can add as many fields as they want. Each selected field will be added to the Selected Fields section and to the report itself. If the user leaves the report display or selects a different report, the Available Fields will reset and the user needs to repeat the steps above to add the fields.
Alternatively, users can remove fields from the report. Removing the field will remove the field from the Selected Fields section and from the report. To remove a field just click the field you want to remove and uncheck it
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Selected Fields
Selected fields display all the fields which will be added to the report.
The list is populated by the fields from the Available Fields list. The user can modify the fields as follows:
Filter - The user can add filters to a selected field. This can allow for more focused reports based on a very specific value that needs to be tracked or analyzed. To add a filter, click on the arrow next to the field name. This will collapse the field. Users can select the relevant filter (changes based on the field) and enter the desired value.
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Name - Users can change the name of the field. Click on the arrow next to the field name. This will collapse the field. Below the filter, the user will see the name of the field. The user can either modify the name or change it completely.
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Note! Users can also move the order of the fields in the report. Click on the field and drag it to the desired location.
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Running the report will reflect the changes. If the user leaves the report display or selects a different report, the changes to Selected Fields will reset and the user needs to repeat the steps above to add the fields.
If you want to save the new report for reuse you should add it to your favorite reports list by clicking on the next icon
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